CIK: 0001802955
申告総資産額
$3.7億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 10.37% | -0.71% | +0.41% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.13% | -0.49% | -0.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.77% | -0.48% | -1.08% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.17% | -0.53% | +0.46% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.02% | -0.66% | +11.21% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.98% | +0.90% | -0.45% | |
| 7 | LRCXEUR | Lam Research CORP | 株式-IT | 3.82% | — | +0.71% | |
| 8 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 3.69% | +0.25% | -2.58% | |
| 9 | CAT | Caterpillar INC | 株式-資本財 | 3.30% | +0.43% | +0.70% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 3.26% | — | +1.81% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.23% | -0.47% | +1.90% | |
| 12 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 3.16% | +0.37% | -0.49% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.09% | — | +1.40% | |
| 14 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 2.85% | +0.08% | +1.32% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.83% | +0.28% | +1.74% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 2.76% | — | +1.57% | |
| 17 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.68% | — | -0.65% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 2.58% | +0.07% | +1.66% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 2.46% | -0.44% | +2.60% | |
| 20 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 2.40% | — | +2.27% | |
| 21 | VLO | Valero Energy CORP | 株式-エネルギー | 2.11% | +0.90% | +2.12% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.07% | +0.07% | -1.55% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.17% | +0.90% | |
| 24 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.20% | -0.24% | -9.70% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.98% | — | -12.52% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.82% | +0.01% | — | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.68% | -0.04% | +33.07% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.03% | -2.58% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | -0.07% | — | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.60% | -0.14% | +0.25% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.06% | -92.37% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.07% | -1.62% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | +0.04% | +0.67% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.37% | — | +0.45% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.34% | — | -15.87% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | — | +6.29% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | +2.27% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.27% | — | -0.93% | |
| 39 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.27% | — | +0.61% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.26% | — | +0.11% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.02% | -4.84% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | +0.16% | +8.94% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.24% | — | -1.70% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.24% | — | -0.31% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.24% | — | +0.91% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | +0.11% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 48 | SO | Southern Co/the | 株式-公益事業 | 0.23% | — | +4.98% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.22% | +0.06% | NEW | |
| 50 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.22% | — | +5.62% |